Arhaus Q1 net revenue $314M (+0.9%), net income plunges 54.5% to $2M, reaffirms FY guidance

Arhaus, Inc.

2026-Q1 EPS reported $0.02 revenue$314,276,000

Net revenue $314M (+0.9% YoY); net income $2M (-54.5%); adjusted EBITDA $18M (-3.1%)
Comparable delivered sales -1.7%; comparable written sales -5.7%; SG&A up 1.9% to $112M
Cash $177M after $49M special dividend paid in March; no long-term debt; inventory $369M
Reaffirms FY2026 guidance: rev $1.43B-$1.47B, net income $66M-$75M, adj EBITDA $150M-$161M
Q2 guidance: rev $350M-$370M, net income $19M-$24M, adj EBITDA $40M-$49M

item 2.02 item 7.01 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Arhaus, Inc. reported the first quarter ended March 31, 2026 results: revenue $314 million, net income decreased 54.5% to $2 million. Guidance reaffirmed.

Period: the first quarter ended March 31, 2026
Revenue: $314 million
Net income: decreased 54.5% to $2 million
Guidance: reaffirmed
Result: reported results

Exact text from the filing

design, reported first quarter results for the period ended March 31, 2026. First Quarter 2026 Highlights Compared to the first quarter of 2025: • Net revenue increased 0.9% to $314 million • Gross margin decreased 1.0% to $114 million • Selling, general and administrative expenses increased 1.9% to $112 million • Net and comprehensive income decreased 54.5% to $2

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Source: SEC EDGAR

accession 0001875444-26-000014

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